The information in this site is intended for Investment Professionals only. 

The information contained in these pages must not be used or relied upon by private investors. We recommend that you read our 'Terms & Conditions' before browsing the site.

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Audience

Switching and transferring products

M&G offers you the flexibility to switch or transfer your M&G products and funds so that you can keep your investments in line with your financial needs.

The value of the fund's assets will go down as well as up. This will cause the value of your investment to fall as well as rise and you may get back less than you originally invested.

Switching between M&G funds and products

If your client’s circumstance changes, their investment needs may change too. M&G offers the flexibility to switch between M&G funds and transfer between products.

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Transfer an ISA or Junior ISA to M&G

If your client has an ISA or Junior ISA with another provider, it is simple to transfer all or part of their money to M&G.

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The value of the fund's assets will go down as well as up. This will cause the value of your investment to fall as well as rise and you may get back less than you originally invested.
This website is for Investment Professionals only. Not for onward distribution to any other type of client. No other persons should rely on the information contained on this website. Content should therefore be shared responsibly with other investment professionals.